Aspire Planning Associates (APA) offers investment advisory services to individuals, high net worth individuals, trusts, and estates. APA provides customized investment solutions through personal contact and discretionary investment management. APA also offers financial planning services covering investment, retirement, tax, personal savings, education savings, and insurance needs. APA may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
This fee schedule applies to accounts held at Interactive Brokers, LLC and NAV Consulting, Inc. Requires a minimum of $750,000 assets under management held at Schwab. Grandfathered fee schedules for investment management range between 1.25% - 0.4% of assets under management on a tiered or flat percentage basis.
